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Montag & Associates’s Editas Medicine EDIT Stock Holding History

Montag & Associates’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 960
2022
Q3 		$1K Hold
50
– – ﹤0.01% 831
2022
Q2 		$1K Hold
50
– – ﹤0.01% 787
2022
Q1 		$1K Hold
50
– – ﹤0.01% 806
2021
Q4 		$1K Hold
50
– – ﹤0.01% 823
2021
Q3 		$2K Hold
50
– – ﹤0.01% 790
2021
Q2 		$3K Hold
50
– – ﹤0.01% 772
2021
Q1 		$2K Hold
50
– – ﹤0.01% 788
2020
Q4 		$4K Buy
+50
New +$2.05K ﹤0.01% 751

Other funds holding EDIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Montag & Associates's EDIT Position: Q4 2022 in Review

Montag & Associates sold out of Editas Medicine (EDIT) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Montag & Associates first reported a position in EDIT in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 250 funds tracked by Wall St. Rank hold EDIT as of Q4 2022.

  • Montag & Associates reported no remaining Editas Medicine position as of Q4 2022 after selling out during the quarter.
  • Montag & Associates sold 50 Editas Medicine shares in Q4 2022, an estimated $1K.
  • Montag & Associates first reported a position in Editas Medicine in Q4 2020 and held it in 8 quarters.
  • Montag & Associates's Editas Medicine position peaked at $4K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.